KEEPING IN TOUCHUsing an Effective Email and CRM Strategy

◉ Michael Giordano

Assistant Director, Graduate Admissions

The University of Texas at Tyler

◉ Jessica Miller

Online Graduate Recruiter

The University of Texas at Tyler

Your Presenters

◉ Small Public University

◉ 8,500 total students

◉ 2,500 graduate students

◉ Serves East Texas region

The University of Texas at Tyler

◉ No strategy

◉ Philosophy: turn prospects into applicants

◉ Disorganized

◉ Non-uniform

◉ No follow up

What We Were Doing…

◉ Lose contact

◉ Could only track individuals

◉ No call to action

Why It Was Ineffective…

◉ Strategic CRM/Email usage

◉ Philosophy: Engage students throughout cycle

◉ Changed Email format

◉ Identified Status Categories

What We Changed…

1. Prospect

2. Applicant (Not Accepted)

3. Accepted (Not Enrolled)

4. Enrolled

5. Inactive

Status Categories

◉ Created calendars and spreadsheet

- Relative

- Absolute

New Emails

◉ Populated calendar

◉ Rewrote emails

◉ Redesigned format

◉ Created tracking

New Emails

◉ Populated calendar

◉ Rewrote emails

◉ Redesigned format

◉ Created tracking

New Emails

◉ Filters of 4 stages

◉ Weekly analysis

◉ Monthly analysis

Results

0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000

Prospect

Applicant

Accepted

Enrolled

Contact Stages - Monthly Comparison

9/1 10/1 11/1 12/1 1/1 2/1 3/1 4/1 5/1

THANKS!Any questions?

◉ Michael Giordano

mgiordano@uttyler.edu

◉ Jessica Miller

jessicamiller@uttyler.edu

Contact Us Anytime!